In each client's colors
Save a theme for each client with their colors and fonts, and update it once to change every survey that wears it. Add the client's logo to the survey page on Starter and above, and hide the Usertick badge on Pro and above.
Agencies
Client feedback at every milestone, while the project can still change
Ask clients after the kickoff, each review round and the launch, by email or with a link. Usertick reads every written answer for deadlines, communication, quality and scope, and puts the ones that need attention in front of the account team.
What clients don't say on the status call
Clients rarely say on a call that the timeline worries them or that the last round missed the brief. Client feedback surveys at each milestone give them a quieter way to say it while the project can still change course, and a client satisfaction survey at the wrap-up tells you whether they would hire you again.
With Usertick, a short survey goes out by email the day after kickoff, after each review round and a week after launch, with the first question ready to answer in the message. A link in your weekly status email works too, and a survey on the client's own site asks the people who visit it.
Every written answer is read as it arrives and filed under agency categories such as deadlines, communication and scope. The inbox gives each answer an owner, workflows post the urgent ones to Slack, and a monthly report keeps the account team up to date.
- Plans
- Email, link and QR code surveys, Results and AI reading on every plan, the free plan included
- Channels
- Email with the first question in the message, link and QR code, the client's own website
- Clients
- An organization for each client on any plan, or roles limited to chosen surveys from Business
- Tools
- Slack, Microsoft Teams, Google Sheets, Zapier, HubSpot and Jira on every plan
Ask at the moments a project turns
From the kickoff to the launch, one short survey for each milestone.
The day after kickoff
Ask how clear the scope, roles and timeline feel, how confident the client is in the plan, and what worries them that nobody raised.
After each review round
Ask how close the latest design, copy or sprint is to what the client wanted, and what the next round should focus on.
In the Friday status email
Add the check-in link to your weekly update, and the client says how the week felt and what is blocking them on their side.
A week after launch
Email the wrap-up with the rating inside the message. One tap opens the rest of the survey with the score already filled in.
On the client's own website
Put a short survey on the site you built, as a popup, a side button or inside the page, and ask its visitors whether they found what they came for.
Run feedback for every client
Each client gets their own look, and their answers stay with them.
Each client kept apart
Give each client an organization of its own, with its own surveys, contacts, email sender and plan, and switch between them from the top bar. Within one organization, limit an account team's role to its clients' surveys on Business and above.
Answers filed the way your team thinks
Choose Agency / client services when you sign up, and Usertick files each written answer under agency categories such as deadlines and delivery, communication and scope, with a theme, a type and an urgency. Rename categories and themes on any plan, and add your own within your plan's limit, from 5 categories on Free to 30 on Business.
Get every client's answer to the person who owns the account
Owners, alerts and reports, so nothing a client writes waits for the next call.
Urgent answers to the account team
When a client's answer reads as urgent, a workflow posts it to the account team's Slack or Teams channel and notifies the account manager. Every plan.
An owner for every answer
Assign each answer to the account manager, discuss it in notes with mentions, and move it from Open to Resolved. Every plan.
An alert when complaints pile up
Set a line for complaints, urgent answers or a score on a survey, and Usertick posts to Slack or Teams once it is crossed. Every plan.
A monthly report for the team
Send a survey's results or a dashboard as a PDF on the first of each month, by email to your team or to a Slack or Teams channel. Pro and above.
A task in your project tool
Create a task in Asana, monday.com, ClickUp or Basecamp from a client's answer through a Zapier step. Every plan.
Works with the tools your agency runs on
Send client answers to your team chat, your CRM and your project tool, so the account team sees them where it already works.
See all integrationsHow agencies start with Usertick
Four steps from sign-up to answers in front of the account team.
- 1
Choose how clients are kept apart
Pick Agency / client services at sign-up. Add an organization for each client, or keep one and limit roles to each client's surveys on Business.
- 2
Start from a template
Pick After the kickoff, Design review, Weekly status or Project wrap-up, or describe the project to Create with AI.
- 3
Add the client's contacts
Import the client's contacts into a list and send the survey now or on a date up to 30 days ahead, or share its link.
- 4
Route the answers
Add a workflow that posts urgent answers to the account team's channel, and schedule a monthly report on Pro.
How agencies get honest client feedback
Six habits that keep surveys short and answers candid.
- 01
Ask at each milestone
A survey after the kickoff, each round and the launch catches a problem while the project can still change.
- 02
Keep it to a minute
Three or four questions get answered between meetings. Save the longer review for the wrap-up.
- 03
Reply from a person
Set the account manager as the reply-to address, so a client who answers the email reaches someone they know.
- 04
Read the words before the score
A client can rate a round 4 and still write that the timeline worries them. The comment tells you what to do next.
- 05
Follow up within a day
Answer every low score or worried comment within a day, and tell the client what changes because of it.
- 06
Ask the same questions every time
Use the same wrap-up survey on every project, so its scores compare from one quarter to the next.
Templates and questions for agencies
Start from a template written for kickoffs, review rounds, check-ins and wrap-ups, and change any question.
Templates
Browse all templatesOnboardingAfter the kickoffCheck that scope, roles and the timeline are clear after the kickoff meeting, and surface worries early. Send it the day after kickoff.
CSATDesign reviewGet structured feedback on a design round so the next one lands closer. Send it after each review meeting.
RetentionWeekly statusA one-minute weekly check on how the client feels about the project and what's blocking them. Send it every Friday.
CSATProject wrap-upGet the client's view of a finished project, from communication to budget, and what to change next time. Send it a week after final delivery.
Questions from the library
Browse the question library- After the kickoff, how clear is each?Matrix · Kickoff and scoping
- What is still unclear?Text · Kickoff and scoping
- How close is this to what you wanted?Multiple choice · Reviews and rounds
- Did we address your last set of comments?Yes / No · Reviews and rounds
- Did we hit the deadlines we agreed?Yes / No · Delivery and reporting
- How easy is it to reach your account manager?Customer effort · Delivery and reporting
- How good is the value you get from the retainer?Big scale · Retainer health
- Would you start another project with us this year?Yes / No · Wrapping up a project
Frequently asked questions
Kickoff checks, review rounds, weekly check-ins, project wrap-ups, retainer renewals, proposal feedback and lost pitches, each with a template written for agencies. Send them by email, share a link or QR code, or show them on a client's website.
No. Clients answer from the email, the link or the QR code on any phone or computer, and the first question of an email survey can be answered inside the message.
Yes. Add an organization for each client from the organization switcher, and move between them from the top bar. Each one keeps its own surveys, sites, contacts, email sender and categories, and has its own plan, billed on its own. A person can own up to 2 organizations on the Free plan, so the other client organizations need a paid plan.
Yes, on Business and above. Limit a custom role to its clients' surveys, and its members see only those surveys in lists, Results, the inbox, dashboard cards and exports. Everyone in an organization can see who else belongs to it, so clients who should never see each other belong in separate organizations.
Invite the client's contact to their organization, and they read Results, the inbox and any dashboard you share with them. Dashboards are shared with members only, without a public link. Every plan exports PDFs, 3 a month on Free, and Pro sends scheduled reports to members by email.
Most of it. Every survey wears the client's colors and fonts on every plan, from Starter you can add their logo to the survey page, and from Pro you can hide the Powered by Usertick badge and send emails through the client's own email provider without a Usertick line. Survey pages keep a Report abuse link, links use Usertick's address until you add a custom domain on Pro or Business, and exported reports carry the Usertick logo, so Usertick doesn't offer a full white label.
Usertick has no repeating sends. Use Send again on last week's send with Skip people who already received this survey turned off, or put the survey's link in your weekly status email.
Yes, on Pro and above. Send a survey's results or a dashboard as a PDF to up to 50 members by email, or to a Slack or Teams channel, every day, week or month. The report carries the organization's name and logo.
Slack, Microsoft Teams, Google Sheets and Zapier come with every plan, and Zapier reaches Asana, monday.com, ClickUp, Basecamp, Trello and Pipedrive. HubSpot, Jira and Linear connect directly, also on every plan.
Email, link, QR code and website surveys, Results, AI reading and workflows to Slack, Teams, Zapier, HubSpot and Jira come with every plan. Starter adds the client's logo on the survey page and exports without a monthly limit. Pro adds the hidden badge, scheduled reports, unlimited surveys and 10 members, and Business adds roles limited to chosen surveys. Each organization has its own plan.
Listen better, act faster, and build what truly matters.
Start free, see what your customers mean, and get each answer to the person who can act on it.
- 150 responses a month on Free
- Every channel and AI analysis
- No card needed